Archive - 51 Insights

132: J.P. Morgan launches a stablecoin (sort of)

Hey, it’s Marc.

Jun 20 •

and

Stripe's Endgame

How Stripe is building the world's first unified fiat-crypto payment stack at scale.

Jun 19 •

and

131: Stripe x Shopify x Privy =

Hey, it’s Marc.

Jun 13 •

and

Stripe just locked down the entire crypto stack

acquires crypto wallet leader Privy with 75M+ accounts.

Jun 11 •

Tether is not a stablecoin company

It’s quietly building the monetary operating system of the Internet.

Jun 10 •

and

130: Circle IPOs, Jamie bends and Wall Street buys in

Hey, it’s Marc.

Jun 7 •

and

Circle's IPO is more than an IPO

Circle's $18B IPO just changed everything.

Jun 6 •

Google kills the checkout

Why this is the beginning of the end for e-commerce as we know it.

Jun 3 •

and

May 2025

129: $2.3T just moved to stablecoin rails

Hey, it’s Marc.

May 30 •

and

Stablecoins x AI: The next supercycle?

Our Stablecoin x AI report is out now (PDF below)

May 27 •

and

128: What dies first?

Wall Street just got tokenized. For real this time.

May 23 •

and

The AWS moment of finance

Robinhood's push to put Wall Street onchain.

May 19 •

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